Territory Development Coordinator

Location
Winston Salem, NC
Posted
Sep 15, 2017
Institution Type
Four-Year Institution
Territory Development Coordinator
2736-141

*Cover letter is required with application.*

Summary: The Territory Development Coordinator partners with the Regional Development Team to analyze the prospect management plan for each territory, review prospect portfolios for all of the regional team members, record and track progress on “next-steps” with prospects in the region, and ensure that we are investing calling officer time in the very best prospects available. Provides actionable, value-added analysis of a variety of data, (i.e. portfolio/wealth management), in order to inform strategies on prospects in assigned geographical area(s) and project-based development. This position also provides logistical, analytical, and administrative support for their assigned Regional team enabling the Territory Director and other team members to remain focused on relationship management for our best prospects.

Essential Functions:

  • Ensures all prospect Family Giving Units (FGUs) represented in key quadrants on the prospect map are being actively managed by a member of the Wake Forest staff (i.e. regional team members, school-based officers, constituency-based officers).
  • Reviews regularly prospect portfolios with each member of the regional team ensuring that they contain the best prospects available for management.
  • Reviews regularly the Market Penetration report, Regional Dashboard report, Annual Giving (Last Year But Not This {LYBNT}) lists, Gift Society and other key regional metrics reports with the Regional Director to monitor progress and set strategy for the regional team.
  • Conducts monthly (at a minimum) review of the Prospect Plans and Steps report with the Territory Director to ensure execution on prospect plans.
  • Assists the Territory Director in identifying target prospects in their area.
  • Maintains calendars, schedules appointments, screens and directs phone calls, and assists with all aspects of internal and external meetings and associated preparation. Makes travel arrangements for major gift team members, including airline reservations, car rentals, and hotel reservations.
  • Uses Deacon Advancement Database (DAD) to effectively maintain prospect information, including all related fundraising modules to ensure individual and team goals are being met in a timely manner.
  • Proactively partners with members of the major gifts team to create individual processes to ensure timely action on items required to be documented within DAD (i.e. call reports and portfolio assignment updates), preparation for visits and events, and follow-up items.
  • Prepares correspondence and confidential reports, a portion of which may be composed or compiled from personal knowledge of subject matter. Maintains office files.
  • Drafts acknowledgement letters and assists with proposals, fund agreements, and other related correspondence.
  • Prepares expense reports, secures proper approvals, and submits to Financial Services for payment within the established deadline.

Required Education, Knowledge, Skills, Abilities:

  • High School Degree required with a minimum of two years of experience as an administrative specialist or executive support specialist which included administrative support for a project, program, or operation. Administrative support includes those duties beyond clerical/secretarial such as: administrative data collection and analysis; and evaluation of projects, processes, and operations or an equivalent combination of training and experience.
  • Effective verbal and written skills, including a willingness to proactively reach out to constituents and colleagues in person, via phone, and email.
  • Strong organizational and interpersonal skills with a strong attention to detail.
  • Intellectual curiosity and a desire to engage in research for practical fundraising purposes.
  • Research/library/analytical skills, including the ability to use online research tools.
  • Strong customer service orientation with ability to communicate and work cooperatively with individuals from diverse backgrounds and cultures.
  • Demonstrated ability to maintain confidentiality and adhere to the highest ethical standards.
  • Ability and willingness to manage multiple tasks and deadlines in an environment of frequent interruptions and competing priorities.
  • Proven ability to prioritize and work independently, responsibly, and meet deadlines.
  • Strong computer skills including basic proficiency with Microsoft Office programs. Demonstrated ability to learn new technologies and technical skills.

Preferred Education, Knowledge, Skills, Abilities:

  • Bachelor’s Degree.
  • Familiarity with a Development/Advancement environment.
  • Experience working with prospect/constituent management in a development database.

Accountabilities:

  • Responsible for own work.

Note: This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.

In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.

Wake Forest seeks to recruit and retain a diverse workforce, and encourages qualified candidates across all group demographics to apply.



Winston-Salem, North Carolina, United States

Full-Time/Regular

PI99418064